Buck Wealth Strategies’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Buck Wealth Strategies’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.32M	Sell	15,298 -2,054	-12%	-$173K	0.14%	80
2026 Q1	$1.26M	Sell	17,352 -1,512	-8%	-$118K	0.16%	68
2025 Q4	$1.53M	Sell	18,864 -3,600	-16%	-$292K	0.19%	58
2025 Q3	$1.8M	Sell	22,464 -246	-1%	-$18.8K	0.25%	55
2025 Q2	$1.66M	Buy	22,710 +8,358	+58%	+$550K	0.25%	54
2025 Q1	$887K	Buy	+14,352	New	+$968K	0.16%	74
2023 Q4	–	Sell	-1,944	Closed	-$88.1K	–	341
2023 Q3	$88.1K	Buy	+1,944	New	+$91.8K	0.04%	80

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Buck Wealth Strategies's VUG Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Vanguard Morningstar Growth ETF (VUG) stake by 12% in Q2 2026, selling an estimated $173K and leaving 15,298 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #80.

Buck Wealth Strategies first reported a position in VUG in Q3 2023 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2025. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Buck Wealth Strategies held 15,298 shares of Vanguard Morningstar Growth ETF worth $1.32M as of Q2 2026.
Buck Wealth Strategies sold 2,054 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $173K.
Vanguard Morningstar Growth ETF made up 0.14% of Buck Wealth Strategies's portfolio in Q2 2026, its #80 holding.
Buck Wealth Strategies first reported a position in Vanguard Morningstar Growth ETF in Q3 2023 and has held it in 7 quarters since.
Buck Wealth Strategies's Vanguard Morningstar Growth ETF position peaked at $1.8M in Q3 2025.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.